Job Description
The Head of Life role is critical in providing high-quality financial advice while managing and supporting an existing team of Private Client Consultants.
The ideal candidate will lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance. They will conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation.
The successful candidate will also:
* Develop and implement best practices for financial planning and advisory services within the team
* Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service
* Identify training opportunities to keep the team updated on industry trends and regulatory changes
* Foster a collaborative and accountable team culture focused on excellence
* Answer and guide team members on their client technical queries, positioning, and financial plans
* Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management
* Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance)
Required Skills and Qualifications
The ideal candidate will have:
* Excellent interpersonal, communication, and relationship management skills
* Able to balance leadership responsibilities with personal client engagement to drive both team and business growth
* Proficiency in financial planning software, particularly Voyant
* A minimum of a bachelor's degree in finance, economics, business, or a related field
* Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams
* Tax qualification is desirable
* A full driver's license
Benefits
This role is based in Dublin and requires excellent communication and leadership skills.
The ideal candidate will be passionate about financial planning and have a strong track record of success in this field.
They will be able to build strong relationships with clients and colleagues alike, and have a deep understanding of the Irish financial landscape.